Sheets Smith Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,573 shares of DLN stock, worth $280,623. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,573

Previous 3,560 0.37%

Holding current value

$280,623

Previous $279,000 0.72%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$77.23 - $82.11 $1,003 - $1,067	13 Added 0.37%	3,573 $277,000
Q3 2024 Nov 01, 2024	BUY	$71.86 - $78.56 $359 - $392	5 Added 0.14%	3,560 $279,000
Q2 2024 Jul 30, 2024	BUY	$68.68 - $73.31 $137 - $146	2 Added 0.06%	3,555 $258,000
Q1 2024 May 08, 2024	BUY	$65.84 - $72.19 $131 - $144	2 Added 0.06%	3,553 $256,000
Q4 2023 Feb 06, 2024	SELL	$58.89 - $66.53 $1,295 - $1,463	-22 Reduced 0.62%	3,551 $235,000
Q3 2023 Oct 23, 2023	BUY	$61.47 - $65.66 $122 - $131	2 Added 0.06%	3,573 $219,000
Q2 2023 Aug 09, 2023	SELL	$60.35 - $63.6 $12,371 - $13,038	-205 Reduced 5.43%	3,571 $227,000
Q1 2023 May 26, 2023	BUY	$59.37 - $64.16 $220,500 - $238,290	3,714 Added 5990.32%	3,776 $233,000
Q1 2023 May 12, 2023	BUY	$59.37 - $64.16 $3,680 - $3,977	62 New	62 $3,000

Others Institutions Holding DLN

# of Institutions

444

Shares Held

40.3M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History